Trustate delivers accurate, real-time results though our proprietary technology and partnerships with global data providers.
Bank accounts
Bankruptcy history
Retirement accounts
Employment history
Income history
Life Insurance
Name and alias info
Property history
draft
Enter your drafting era
Drafting estate planning documents with Trustate means game-changing technology at your fingertips.
Draft Wills, Trusts & POAs
Estate planning documents created by world class attorneys
Draft documents, fund trusts, and complete post-death administration in one system
organize
Expertly tailored estate workflows
100% of firms who use Trustate's task assistance have reported increased bandwidth, making room to serve more clients.
Pre-populated workflows for every estate type
Collaborative -Share amongst team members, and clients!
Tax deadlines integrate directly to your calendar
Create and add your own tasks to customize each workflow to your firm
draft
Enter your drafting era
Drafting estate planning documents with Trustate means game-changing technology at your fingertips.
Draft Wills, Trusts & POAs
Estate planning documents created by world class attorneys
Draft documents, fund trusts, and complete post-death administration in one system
calculate
Fiduciary accountings at the click of a button.
Trustate's estate balance sheet with instant accountings means you can now calculate estate assets and liabilities in an easy-to-use, collaborative, secure environment.
Enter firm information and a valid email address to get started.
2
Enter Estate Information
Add basic information about the estate; name, recent address, etc.
3
Your Dashboard is Ready!
View tasks, run searches, and store documents all within each estate’s dashboard.
Explore Our Pricing
Trustate offers affordable pricing plans for all types of firms. We give you the flexibility to incorporate our tools more predictably and easily into your practice.
